Filed July 13, 2023 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,530 | $209,832-36.8% | $189,513-30.1% | $167,490-20.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.17% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $6,633 | $6,914-4.1% | $6,162+7.7% | $4,837+37.1% |
| Participant deferral / active EE | $7,585 | $8,935-15.1% | $8,221-7.7% | $6,341+19.6% |
| Admin fee / account holder | $2,147 | $14,293-85.0% | $12,045-82.2% | $12,309-82.6% |